The Anti-Tech Trade

Let’s talk about health care. It was last week’s best-performing sector by a country mile. Some of that strength reflected genuine buying interest. Some of it was simply investors rotating out of crowded mega-cap tech trades. So, does this move have staying power? Or was it a short-term sector rotation destined to fizzle out as […]

The Crap Stock Rally

Technology stocks exploded higher last week. The State Street Technology Select Sector ETF (XLK) was up a monster 8.2%. After spending most of 2026 in the red, last week’s burst brings the tech sector firmly into positive territory for the year. The State Street Communications Select Sector ETF (XLC), which includes “Magnificent Seven” members Alphabet […]

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